Services
We are not just in the business of just selling. We are professionalizing the business. In line with our vision, we want to see more Filipinos become debt-free workers, happy savers, and wise investors.
We want to make sure that we protect Filipinos' hard-earned money from financially challenging times.
We want to ensure that Filipinos can protect and grow their hard-earned income.
GET A FIT ASSESSMENT
WE'LL CRAFT A PLAN
INVEST IN OUR PARTNERS
REACH YOUR GOALS
STAY FIT
Book a call with our consultants and get a FREE Financial Independence Track.
Our consultants are equipped with the latest knowledge and tools to give you unbiased & bespoke advice.
AKMA is equipped with a diverse portfolio of the leading insurance and investment providers in the country so that our consultants can give you what you only need.
Our plans are simple, actionable, understandable, and executable so that each of our clients will be able to experience financial fitness.
We build long-term partnerships with our clients. Our commitment is to always be present in every life stage of our customers. So to stay financially fit, our consultants will keep in touch with you.
WHAT IS A FINANCIAL PLAN?
A Financial Plan is a process through which a person can evaluate their entire financial picture and prepare for short-term and long-term financial goals.
Financial Planning doesn’t involve only investment management – such as which stocks to buy – but instead incorporates other elements such as tax, estate, and insurance planning, along with budgeting and everyday household expense management.
INCOME PROTECTION PLANNING
We do income protection planning to ensure that the lifestyle of the spouse and children, which they are accustomed to, will continue even if the breadwinner no longer exists.
EDUCATION FUNDING
Many parents would want to give the best education to their children, so we help parents set up a fund for it as soon as possible. Thus, we do education planning.
HEALTHCARE FUNDING
Many are unprepared for critical illnesses and hospital treatment costs. Our job is to prepare every family by providing financial solutions to equip them.
RETIREMENT FUND PLANNING
Income ceases when someone retires, but expenses do not. The only way to continue your lifestyle is to set aside a portion of their earnings today to build a secure retirement plan.
ASSET PLANNING
We do asset protection like Motor Car Insurance, Marine Stocks Insurance, Surety bonds, Property Insurance and Travel Insurance. All this to ensure that our clients will continue to enjoy their assets when unforeseen events occur.
ESTATE PLANNING
We ensure that there will be a smooth transfer of the estate to the heirs once the estate owner passes away with as little conflict and expense as possible.
INVESTMENT PLANNING
We work to minimize the losses and maximize gains. Striking a balance between risk and return, aiming to help our clients reach their investment goals.